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Where Investing Is For Everyone!

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About Us

Our online service provides clients and advisers with all of the necessary tools to manage their investment portfolios.

In today’s turbulent economic climate it is vital that advisers have the ability to monitor and control their clients investments 24/7 on the move. With access to more than 7,500 + Top Tier Mutual Funds, Structured Products, ETFs and Equities our platform gives you everything that you need to build a successful investment portfolio.

Founded in 2002 in Singapore originally as Boston Direct Management, we have expanded our global outreach across Asia, Europe, Africa and South America. Throughout our expansion we have always stayed committed to giving our clients the best possible service and support. We work in partnership with our clients, striving to ensure that our service continues to provide the most suitable and efficient investment solution available in the offshore market.

Capital Platforms is a truly global business with a presence in Singapore, Malaysia, Hong Kong and the UK.

All of the investments made through the platform are custodised with Banque de Luxembourg. Renowned as being one of the most respected financial institutions in the world, clients can be sure that using our platform their investments will be kept safe and secure.

Please contact one of our regional representatives now to find out more about our service and make the first steps towards having your very own bespoke, white labeled investment platform…

Online Support

Online support available 24/7 globally.

Fast Performance

State of the art technology enables your platform to run seamlessly fast, all simply with an internet connection

New Technologies

Harnessing breakthrough technology to deliver to clients a high performance investment platform thats an extension of you

Security & Privacy

Guaranteed protection, providing a safe and secure arena to invest.

Platform Products

We provide a large selection of products, from over 7,500 Mutual Funds to Structured & Historical Notes, ETFs, Equities and so much more. All to help you as here at Capital Platforms, we believe the “investing is for everyone”.

Mutual Funds

With over 7,500 funds on the platform from 200+ fund houses there are countless combinations to suit any portfolio. Our easy to use comparison tools will also help you determine which fund suits your client best.

Notes

Structured notes can be purchased online though the platform. Capital Platforms deal with various providers to ensure there is as much choice available for clients.

Lifebonds

Life Bonds can be linked to the platform allowing you to trade online and have 24/7 access to valuations and updates. By combining the two you will receive all the benefits a life bond offers online with access to all the tools Capital Platforms offers.

Health Care

The online health care comparison site allows you to choose the level of cover you require and provide the best price for this. All policies are ranked by the level of cover against the price.

Calculators

Access our state of the art calculates to equip you for all your budgeting and investment decisions.

ETFs

ETF’s are available via the platform, with the ability to trade on 31 markets including; 23 European Markets, Canadian, Hong Kong, Japanese, Philippine, Singaporean, Israeli, South African, Australian and New Zealand markets.

Equities

Like ETF’s, Equities are also available via the platform, with the ability to trade on 31 markets including; 23 European Markets, Canadian, Hong Kong, Japanese, Philippine, Singaporean, Israeli, South African, Australian and New Zealand markets.

QROP’s

Combine your QROPS online, giving you instant access to valuations, anytime from anywhere. Our system will also automatically monitor funds for you and inform you when you reach your goals.

Wills

Complete your online questionnaire on the platform and the rest will be taken care of by our partners and emailed back to you once completed.

Financial Intermediaries

Mutual Funds

Platform Solutions can provide your company with instant access to over 7,500 Funds from 200 Fund Houses – one of the largest independent Product Ranges within the world.

Platform Features

For The End User

Personal Assistant

Running into difficulties? We have a large range of tutorials available, and if you need help you can contact our “personal assistant” helpdesk solution.

For The IFA

Whitelabel

We can now use your website’s colour schemes, signature images, and logo to enhance your platform to be an extension of your company.

What’s New

Version 2.1

Every bit as powerful as it looks.

Redesigned Interface – Making it easier to invest for everyone

An elegant design that feels entirely fresh, yet inherently familiar. The investment products you use every day, enhanced with new features.

With this new platform version, we set out to elevate the experience of using a platform. To do that, we looked at the entire system and refined it feature by feature. We built great new capabilities into the interface that put need-to-know information at your fingertips. The result is that your platform has a fresh new look, with all new power, simplicity and speed.

The Charging Structure within the Fund Platform can be flexible to your companies needs.

All Mutual Funds carry a Bid Offer Spread or Sales Commission Fee which varies from Fund to Fund. This fee usually ranges from 1% – 5.5%. The platform has the functionality to discount this Sales Commission Fee to enhance the clients investment through additional Units.

Linking a Life Policy to the Fund Platform is pure business as usual with the consultant.

The application process is the same, the client receives all of the usual benefits of a Life Wrapper and the charging structure within the bond is the same.

However, both you and the client will receive all of the benefits of using the Fund Platform such as online paperless trading, larger product range, instant client access to investments, Consultant and Management Access to Client and Portfolio information and Automated Portfolio Monitoring.

The Application process to the platform has been streamlined to be as simple and efficient as possible.

With the Intermediaries Consultant, the client completes an account opening booklet with supporting documents of Passport and Proof of Address. The application is processed within the platform creating the client account and issuing the login details to the client.

All Client Assets within the Fund Platform are custodised within Banque de Luxembourg (BdL).

Clients receive a Multi- Currency cash account in GBP, USD, EUR, CHF, HKD, AUD, NZD & SGD.Banque de Luxembourg was established in 1920, now with 730 employees and Equity Capital in excess of EUR 527 millions.Banque de Luxembourg is one of the largest Asset Managers in the Grand Duchy and is regulated by the Commission de Surveillance du Secteur Financier (CSSF).Clients also receive a Deposit guarantee and are protected by the Association pour la Garantie de Depot, Luxembourg (AGDL).Clients are protected by Banking Secrecy Laws.

The Fund Platform currently has a product range of 5,000 Funds from 200 Global Fund Houses. All Mutual Funds are supported by a daily data feed from Morningstar, allowing for Independent Benchmarked fund data to be viewed and analysed.

Strategic alliances are also in place with Leading Banks to provide an exclusive product range to Structured Notes using:Morgan StanleyDeutsche BankRoyal Bank of ScotlandCiti BankNomura

Our custodians, Banque de Luxembourg, are domiciled in Luxembourg. Luxembourg is one of the World’s leading financial centers.Our custodian has credit ratings from Standard & Poor’s, Moody’s and Fitch Ratings of Aa3, AA- and A+, respectively.All assets held within Banque de Luxembourg, are held separately to Banque de Luxembourg’s liabilities.Any cash deposits held within Banque de Luxembourg are guaranteed up to 100,000 Euros or equivalent.

The risk is whatever you decide it to be.With our state of the art alert system, you are in control. By setting alerts you will be notified when your target level of risk has been reached, both positive and negative.The system can also be set to automatically sell out of funds once these parameters are reached.